CWAN (Clearwater Analytics Holdings) Institutional Ownership: 112.27% (As of Jul. 25, 2026)

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CWAN Clearwater Analytics Holdings Inc CWAN
60 GF Score
Price $24.56
GF Value $32.24
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Clearwater Analytics Holdings Institutional Ownership?

Clearwater Analytics Holdings CWAN 60 Institutional Ownership is 112.27% as of Jul. 25, 2026. GuruFocus rates CWAN with a GF Score™ of 60/100 and a GF Value™ of $32.24 (Modestly Undervalued). The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Clearwater Analytics Holdings's institutional ownership is 112.27%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Clearwater Analytics Holdings's Insider Ownership is 1.03%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Clearwater Analytics Holdings's Float Percentage Of Total Shares Outstanding is 98.62%.

Clearwater Analytics Holdings Institutional Ownership Historical Data

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The historical data trend for Clearwater Analytics Holdings's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Clearwater Analytics Holdings Institutional Ownership Chart

Clearwater Analytics Holdings Historical Data

The historical data trend for Clearwater Analytics Holdings can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31
Institutional Ownership 79.82 84.79 84.85 85.58 79.76 66.71 65.11 41.00 40.10 39.94
CWAN
60GF Score
Clearwater Analytics Holdings Inc CWAN
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Clearwater Analytics Holdings Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 112.27% mean?
Clearwater Analytics Holdings (CWAN) has a Institutional Ownership of 112.27% as of Jul. 25, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Clearwater Analytics Holdings and its competitors.
Is Clearwater Analytics Holdings' Institutional Ownership too high?
Clearwater Analytics Holdings' current Institutional Ownership is 112.27%. Overall, Clearwater Analytics Holdings has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Clearwater Analytics Holdings' Institutional Ownership compare to IDCC and CHYM?
Clearwater Analytics Holdings' Institutional Ownership of 112.27% can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Software company?
A good Institutional Ownership depends on the Software industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Clearwater Analytics Holdings and its competitors. Clearwater Analytics Holdings's current Institutional Ownership is 112.27%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Clearwater Analytics Holdings stock overvalued right now?
Based on GuruFocus' analysis, Clearwater Analytics Holdings (CWAN) is currently considered Modestly Undervalued. The stock's GF Value™ is $32.24, compared to a current price of $24.56 — trading 23.8% below its estimated fair value. The current Institutional Ownership is 112.27%. Clearwater Analytics Holdings' overall GF Score™ is 60/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Clearwater Analytics Holdings (CWAN), the current Institutional Ownership is 112.27% as of Jul. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Clearwater Analytics Holdings (CWAN) Overvalued in 2026?

Based on GuruFocus' analysis, Clearwater Analytics Holdings stock appears to be undervalued. The current stock price of $24.56 is trading 23.8% below its estimated GF Value™ of $32.24. GuruFocus considers Clearwater Analytics Holdings to be Modestly Undervalued.

Key valuation signals for CWAN:

  • Institutional Ownership: 112.27%
  • GF Value™: $32.24 vs. price of $24.56 (23.8% below fair value)
  • GF Score™: 60/100 with 7 warning signs

No single metric tells the full story. See the CWAN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Clearwater Analytics Holdings Business Description

Address 777 W. Main Street, Suite 900, Boise, ID, USA, 83702
Clearwater Analytics describes its mission as aiming to be the world's most trusted and comprehensive technology platform for the entire investment cycle. Clearwater has historically focused on back-office functions such as investment accounting, but with acquisitions such Enfusion, Beacon, and Bistro, the firm has broadened its focus with front-office and middle-office capabilities. Clearwater primarily serves insurance companies, asset managers, hedge funds, and corporate treasuries. Pro forma for Enfusion, about 76% of Clearwater's revenue is generated in the US.
60GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$24.56
Price
$32.24
GF Value